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First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF

64 hedge funds and large institutions have $58.3M invested in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $58.3M → $58.3M (+$49.2K)

0.35% less ownership

Funds ownership: 64.13%63.78% (-0.35%)

4% less funds holding

Funds holding: 6764 (-3)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

33% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 27

Holders
64
Holders Change
-3
Holders Change %
-4.48%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
18
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$11.6M +$173K +12,830 +2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.55M +$3.73M +276,554 +85%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.83M -$495K -36,740 -8%
PNC
4
Park National Corp
Ohio
$4.25M -$332K -24,668 -8%
Morgan Stanley
5
Morgan Stanley
New York
$2.41M -$4.52M -335,466 -66%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.94M -$252K -18,716 -12%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.75M -$18.5K -1,372 -1%
Bank of America
8
Bank of America
North Carolina
$1.5M +$34.7K +2,578 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.31M -$586K -43,497 -32%
FTUS
10
Flow Traders U.S.
New York
$1.23M +$317K +23,546 +38%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.22M +$919K +68,234 +398%
PWA
12
PCG Wealth Advisors
Kansas
$1.14M -$91.8K -6,815 -8%
OMC
13
Old Mission Capital
Illinois
$1.12M -$389K -28,846 -27%
FF
14
Fortitude Financial
Washington
$1.1M +$414K +30,760 New
DADC
15
D.A. Davidson & Co
Montana
$987K +$69.2K +5,137 +8%
UBS Group
16
UBS Group
Switzerland
$955K +$162K +12,042 +22%
Raymond James Financial
17
Raymond James Financial
Florida
$882K -$116K -8,642 -12%
KAS
18
Kestra Advisory Services
Texas
$719K +$12.1K +898 +2%
MWM
19
Modern Wealth Management
Kansas
$675K +$43.1K +3,201 +7%
Jane Street
20
Jane Street
New York
$607K +$256K +18,981 +80%
MCM
21
Monument Capital Management
Virginia
$573K -$99.7K -7,401 -16%
Osaic Holdings
22
Osaic Holdings
Arizona
$477K -$85.8K -6,370 -16%
LW
23
Lauer Wealth
Indiana
$463K +$434K +32,200 New
Stifel Financial
24
Stifel Financial
Missouri
$429K -$38.4K -2,849 -9%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$376K +$108K +8,002 +43%

FTRI Hedge Fund Activity: Q2 2025 in Review

64 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) for Q2 2025, worth a combined $58.3M — up 0.08% from $58.3M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of FTRI and 7 opened new positions — a net loss of 3 holders — while 27 trimmed existing stakes and 18 added.

The largest buyer was Royal Bank of Canada, adding an estimated $3.73M. The largest seller was Morgan Stanley, cutting an estimated $4.52M.

  • 64 institutional investors held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) as of Q2 2025, down from 67 in Q1 2025.
  • Funds reported $58.3M of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF stock for Q2 2025, up 0.08% quarter-over-quarter.
  • 7 funds opened new First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF positions in Q2 2025 and 10 closed out, a net change of -3 holders.
  • The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF buyer in Q2 2025 was Royal Bank of Canada, an estimated $3.73M added.
  • The largest First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF seller in Q2 2025 was Morgan Stanley, an estimated $4.52M sold.

Based on aggregated 13F filings for Q2 2025.